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Potomac Fund Management’s Shell SHEL Stock Holding History

Potomac Fund Management’s Portfolio SHEL Stock Details SHEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.06M Sell
26,621
-247
-0.9% -$21.3K 0.05% 33
2026
Q1 		$2.5M Buy
26,868
+612
+2% +$49.5K 0.09% 24
2025
Q4 		$1.93M Sell
26,256
-889
-3% -$65.5K 0.07% 34
2025
Q3 		$1.94M Sell
27,145
-579
-2% -$41.7K 0.08% 36
2025
Q2 		$1.96M Buy
27,724
+906
+3% +$60.7K 0.11% 32
2025
Q1 		$1.73M Buy
26,818
+3,099
+13% +$209K 0.76% 16
2024
Q4 		$1.49M Buy
+23,719
New +$1.55M 0.09% 36

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Potomac Fund Management's SHEL Position: Q2 2026 in Review

Potomac Fund Management reduced its Shell (SHEL) stake by 0.92% in Q2 2026, selling an estimated $21.3K and leaving 26,621 shares worth $2.06M. The position accounts for 0.05% of the portfolio, ranked #33.

Potomac Fund Management first reported a position in SHEL in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.5M in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Potomac Fund Management held 26,621 shares of Shell worth $2.06M as of Q2 2026.
  • Potomac Fund Management sold 247 Shell shares in Q2 2026, an estimated $21.3K.
  • Shell made up 0.05% of Potomac Fund Management's portfolio in Q2 2026, its #33 holding.
  • Potomac Fund Management first reported a position in Shell in Q4 2024 and has held it in 7 quarters since.
  • Potomac Fund Management's Shell position peaked at $2.5M in Q1 2026.
  • 1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Potomac Fund Management's 13F filing for Q2 2026, filed 13 Aug 2026.